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個股觀察 | 手機遊戲助騰訊三季度業績超預期,花旗和中金等調升目標價
uSMART盈立智投 11-13 09:15

彭博新聞社報道,騰訊昨日盤後公佈的第三季度淨利潤超過分析師預估。中金、花旗和Jefferies均在報告中指出,公司業績受益於強勁的在線遊戲增長,並預計動能將能在四季度持續,三家機構均調升了公司目標價,最高爲734港元。

中金

中金分析師Kai Qian在報告中指出,騰訊控股三季度業績略超預期,主要因強勁的線上遊戲增長。

預計公司將會在2021年早期推出主要的遊戲產品並助力下一輪的快速增長。

受益於媒體廣告需求的恢復,公司廣告收入呈現健康增長。

基於對公司所有業務板塊的強勁增長前景,分別上調公司今明兩年淨利潤預測1.7% 和3.8%,並上調目標價至607港元,但因現有估值水平維持中性評級。

花旗

花旗分析師Alicia Yap在報告中指出,騰訊季度業績穩健,因智能手機遊戲收入強勁,並預計動能將會在四季度持續,維持買入評級並調升目標價至734港元。

預計四季度智能手機遊戲收入將同比增長52%,社交廣告收入增長21%。

分別 上調公司2020-2022年每股收益預測2.7%、6.2%和6.1%。

騰訊開放的平臺適用於現在的監管框架,公司總是擁抱競爭,並將繼續與監管機構緊密合作 以確保合規。

基於互聯網公司逐步發展壯大,一些監管並不是新的內容,政府仍將保持對互聯網和科技行業的支持。

Jefferies

Jefferies分析師Thomas Chong等在報告中指出,騰訊控股三季度業績符合預期,維持買入評級並調升目標價至721港元。

公司智能手機遊戲表現令人驚喜,預計四季度在季節性不利的情況下仍將保持彈性。

廣告業務方面,預計四季度電商高峯季節將有利於公司在社交廣告上的連續收入增長。

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